The Private Wealth Midwest Forum is designed to bring together more than 75 capital allocators and wealth managers from Illinois, Indiana, Ohio, Iowa, Michigan, Wisconsin, Minnesota, Kansas, Missouri, Nebraska, North Dakota, and South Dakota for a day of networking and knowledge sharing.
Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy. As this event is completely closed-door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local HNW community.
Cosmin Lucaci Vice President Brownson, Rehmus & Foxworth
Joseph Glossberg Senior Partner Gofen & Glossberg
Donald Duncan Managing Director D3 Financial Counselors
Karim Ahamed Partner HPM Partners LLC
Christopher Engelman Managing Director-Alternative Investments Cedar Hill Associates
Lincoln Ellis Head of Investment Strategy, Global Family Office Northern Trust
Lucas Mansberger Senior Manager Selection Analyst Greenleaf Trust
Bryan Malis Managing Director Altair Advisers
Diana Joseph Chief Investment Officer Barrington Strategic Wealth Management Group LLC
Scott Martin Chief investment Officer Kingsview Asset Management
Steve Dudash President, Financial Advisor IHT Wealth Management
Aldo Vultaggio Director of Investments Capstone Financial Advisors
Mark Johnson Managing Director Optimum Investment Advisors
Chris Haarstick Diirector of Investments Wealth Enhancement Advisory
Shari Greco Reiches Founding Principal Rappaport Reiches Capital Management
Ben Altman Chief Executive Officer Altman Advisors
Matt Terrein Senior Portfolio Manager Evanston Advisors
How can private clients and wealthy families leverage an increasingly specialized and expert industry to protect wealth?
Maintaining wealth through generations – maintaining relationships and preparing for changing economic and political environments.
Diversifying, growing returns, and understanding risk tolerance among private client investors.
Private Equity, Hedge Funds, Real Estate, Commodities and esoteric asset classes all hold appeal for wealthy families – how do we demystify allocations outside the traditional markets?
How do family offices clarify and coordinate governance – is good governance different for family firms?
Developing a charitable expertise, from the family to the high-end advisor.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|